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EDWARDS JOEL G

Disclosed activity across 1 company

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19454
SEC CIK
0001260912

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
COASTAL FINANCIAL CORPCCB · Entity 5197Chief Financial OfficerAugust 15, 2026August 26, 2026

Disclosed balances

About these balances

Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.

COASTAL FINANCIAL CORP

Report date August 15, 2026 · Filed August 26, 2026

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect5,000 Reported balance Holding disclosure · report date 2026-08-15 · row 1 Holding and transaction disclosures are not merged.
1 source row

Row 1 · Balance 5,000

Transaction history

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
January 26, 2026 Filed Jan 29, 2026 02:13 UTC COASTAL FINANCIAL CORP CCB · Entity 5197 SaleCommon Stock 1,300 $111.34 $144,742.00
Disclosure

SEC source: 0001260912-26-000002 · wk-form4_1769652829.xml · nonDerivative · entry 1

EDWARDS JOEL G · CIK 0001260912 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,462

F1 · shares: Represents shares withheld in payment of withholding taxes upon partial vesting of RSUs awards.

F2 · balance_after: Includes 5,656 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. In accordance with Mr. Edward's retirement and retention agreement the RSUs vest as follows: 1,424 RSUs vest on February 5, 2026; and 4,232 RSUs vest on April 1, 2026. Each restricted stock unit represents the right to receive one share of common stock upon vesting.

Read SEC document
September 18, 2025 Filed Sep 19, 2025 18:34 UTC COASTAL FINANCIAL CORP CCB · Entity 5197 SaleCommon Stock 9,425 $114.67 $1,080,764.75
Disclosure

SEC source: 0001260912-25-000008 · wk-form4_1758306840.xml · nonDerivative · entry 1

EDWARDS JOEL G · CIK 0001260912 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 12,762

F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan (dated June 12, 2025) adopted by the reporting person.

F2 · balance_after: Includes 8,721 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. In accordance with Mr. Edward's retirement and retention agreement the RSUs vest as follows: 3,065 RSUs vest on January 25, 2026; 1,424 RSUs vest on February 5, 2026; and 4,232 RSUs vest on April 1, 2026. Each restricted stock unit represents the right to receive one share of common stock upon vesting.

Read SEC document
September 17, 2025 Filed Sep 17, 2025 23:22 UTC COASTAL FINANCIAL CORP CCB · Entity 5197 SaleCommon Stock 5,000 $110.05 $550,250.00
Disclosure

SEC source: 0001260912-25-000006 · wk-form4_1758151370.xml · nonDerivative · entry 3

EDWARDS JOEL G · CIK 0001260912 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 22,187

F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan (dated June 12, 2025) adopted by the reporting person.

F2 · balance_after: Includes 8,721 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. In accordance with Mr. Edward's retirement and retention agreement the RSUs vest as follows: 3,065 RSUs vest on January 25, 2026; 1,424 RSUs vest on February 5, 2026; and 4,232 RSUs vest on April 1, 2026. Each restricted stock unit represents the right to receive one share of common stock upon vesting.

Read SEC document
September 16, 2025 Filed Sep 17, 2025 23:22 UTC COASTAL FINANCIAL CORP CCB · Entity 5197 SaleCommon Stock 4,000 $107.90 $431,600.00
Disclosure

SEC source: 0001260912-25-000006 · wk-form4_1758151370.xml · nonDerivative · entry 2

EDWARDS JOEL G · CIK 0001260912 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 27,187

F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan (dated June 12, 2025) adopted by the reporting person.

F2 · balance_after: Includes 8,721 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. In accordance with Mr. Edward's retirement and retention agreement the RSUs vest as follows: 3,065 RSUs vest on January 25, 2026; 1,424 RSUs vest on February 5, 2026; and 4,232 RSUs vest on April 1, 2026. Each restricted stock unit represents the right to receive one share of common stock upon vesting.

Read SEC document
September 15, 2025 Filed Sep 17, 2025 23:22 UTC COASTAL FINANCIAL CORP CCB · Entity 5197 SaleCommon Stock 5,000 $108.91 $544,550.00
Disclosure

SEC source: 0001260912-25-000006 · wk-form4_1758151370.xml · nonDerivative · entry 1

EDWARDS JOEL G · CIK 0001260912 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 31,187

F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan (dated June 12, 2025) adopted by the reporting person.

F2 · balance_after: Includes 8,721 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. In accordance with Mr. Edward's retirement and retention agreement the RSUs vest as follows: 3,065 RSUs vest on January 25, 2026; 1,424 RSUs vest on February 5, 2026; and 4,232 RSUs vest on April 1, 2026. Each restricted stock unit represents the right to receive one share of common stock upon vesting.

Read SEC document
September 12, 2025 Filed Sep 12, 2025 23:44 UTC COASTAL FINANCIAL CORP CCB · Entity 5197 SaleCommon Stock 2,000 $110.59 $221,180.00
Disclosure

SEC source: 0001260912-25-000004 · wk-form4_1757720672.xml · nonDerivative · entry 3

EDWARDS JOEL G · CIK 0001260912 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 36,187

F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan (dated June 12, 2025) adopted by the reporting person.

F2 · balance_after: Includes 8,721 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. In accordance with Mr. Edward's retirement and retention agreement the RSUs vest as follows: 3,065 RSUs vest on January 25, 2026; 1,424 RSUs vest on February 5, 2026; and 4,232 RSUs vest on April 1, 2026. Each restricted stock unit represents the right to receive one share of common stock upon vesting.

Read SEC document
September 11, 2025 Filed Sep 12, 2025 23:44 UTC COASTAL FINANCIAL CORP CCB · Entity 5197 SaleCommon Stock 3,000 $111.71 $335,130.00
Disclosure

SEC source: 0001260912-25-000004 · wk-form4_1757720672.xml · nonDerivative · entry 2

EDWARDS JOEL G · CIK 0001260912 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 38,187

F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan (dated June 12, 2025) adopted by the reporting person.

F2 · balance_after: Includes 8,721 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. In accordance with Mr. Edward's retirement and retention agreement the RSUs vest as follows: 3,065 RSUs vest on January 25, 2026; 1,424 RSUs vest on February 5, 2026; and 4,232 RSUs vest on April 1, 2026. Each restricted stock unit represents the right to receive one share of common stock upon vesting.

Read SEC document
September 10, 2025 Filed Sep 12, 2025 23:44 UTC COASTAL FINANCIAL CORP CCB · Entity 5197 SaleCommon Stock 2,000 $110.96 $221,920.00
Disclosure

SEC source: 0001260912-25-000004 · wk-form4_1757720672.xml · nonDerivative · entry 1

EDWARDS JOEL G · CIK 0001260912 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 41,187

F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan (dated June 12, 2025) adopted by the reporting person.

F2 · balance_after: Includes 8,721 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. In accordance with Mr. Edward's retirement and retention agreement the RSUs vest as follows: 3,065 RSUs vest on January 25, 2026; 1,424 RSUs vest on February 5, 2026; and 4,232 RSUs vest on April 1, 2026. Each restricted stock unit represents the right to receive one share of common stock upon vesting.

Read SEC document
June 18, 2025 Filed Jun 23, 2025 19:01 UTC COASTAL FINANCIAL CORP CCB · Entity 5197 Exercise / conversionStock Options · Derivative 1,800 $0.00 Strike: $7.20 $0.00
Disclosure

SEC source: 0001437958-25-000133 · wk-form4_1750705257.xml · derivative · entry 2

EDWARDS JOEL G · CIK 0001260912 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,800 shares

Expires 2025-07-01

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_date: Stock options granted pursuant to the Coastal Financial Corp. 2006 Stock Option and Equity Compensation Plan vest in ten approximately equal installments commencing on July 1, 2016.

Read SEC document
June 18, 2025 Filed Jun 23, 2025 19:01 UTC COASTAL FINANCIAL CORP CCB · Entity 5197 Exercise / conversionCommon Stock 1,800 $7.20 $12,960.00
Disclosure

SEC source: 0001437958-25-000133 · wk-form4_1750705257.xml · nonDerivative · entry 1

EDWARDS JOEL G · CIK 0001260912 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 43,187

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · balance_after: Includes 10,962 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. In accordance with Mr. Edward's retirement and retention agreement the RSUs vest as follows: 2,241 RSUs vest on June 30, 2025; 3,065 RSUs vest on January 25, 2026; 1,424 RSUs vest on February 5, 2026; and 4,232 RSUs vest on April 1, 2026. Each restricted stock unit represents the right to receive one share of common stock upon vesting.

Read SEC document
May 16, 2025 Filed May 20, 2025 18:06 UTC COASTAL FINANCIAL CORP CCB · Entity 5197 SaleCommon Stock 3,128 $88.44 $276,640.32
Disclosure

SEC source: 0001437958-25-000092 · wk-form4_1747764356.xml · nonDerivative · entry 1

EDWARDS JOEL G · CIK 0001260912 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 41,387

F1 · balance_after: Includes 10,962 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. In accordance with Mr. Edward's retirement and retention agreement the RSUs vest as follows: 2,241 RSUs vest on June 30, 2025; 3,065 RSUs vest on January 25, 2026; 1,424 RSUs vest on February 5, 2026; and 4,232 RSUs vest on April 1, 2026. Each restricted stock unit represents the right to receive one share of common stock upon vesting.

Read SEC document
February 05, 2025 Filed Feb 7, 2025 22:31 UTC COASTAL FINANCIAL CORP CCB · Entity 5197 Tax withholdingCommon Stock 419 $88.90 $37,249.10
Disclosure

SEC source: 0001437958-25-000036 · wk-form4_1738967471.xml · nonDerivative · entry 2

EDWARDS JOEL G · CIK 0001260912 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 44,515

F2 · shares: Represents shares withheld in payment of withholding taxes upon partial vesting of RSUs granted 02/05/2024.

F3 · balance_after: Includes 10,962 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. 2,241 RSUs vest in five approximately equal remaining installments; 1,424 RSUs vest in four approximately equal remaining installments; 3,203 RSUs vest in three approximately equal remaining installments; 2,057 RSUs vest in approximately two equal remaining installments; and 2,037 shares vest in one approximately equal installments. Each restricted stock unit represents the right to receive one share of common stock upon vesting.

Read SEC document
February 05, 2025 Filed Feb 7, 2025 22:31 UTC COASTAL FINANCIAL CORP CCB · Entity 5197 GrantCommon Stock 1,424 $0.00 $0.00
Disclosure

SEC source: 0001437958-25-000036 · wk-form4_1738967471.xml · nonDerivative · entry 1

EDWARDS JOEL G · CIK 0001260912 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 44,934

F1 · shares: Represents award of time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. The RSUs vest in four approximately equal installments commencing on February 5, 2026. Each restricted stock unit represents the right to receive one share of common stock upon vesting.

Read SEC document
February 03, 2025 Filed Feb 4, 2025 20:46 UTC COASTAL FINANCIAL CORP CCB · Entity 5197 Tax withholdingCommon Stock 176 $88.40 $15,558.40
Disclosure

SEC source: 0001437958-25-000032 · wk-form4_1738701969.xml · nonDerivative · entry 1

EDWARDS JOEL G · CIK 0001260912 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 43,510

F1 · shares: Represents shares withheld in payment of withholding taxes upon partial vesting of RSUs granted 02/03/2020.

F2 · balance_after: Includes 10,605 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. 2,241 RSUs vest in five approximately equal remaining installments; 4,270 RSUs vest in four approximately equal remaining installments; 2,057 RSUs vest in approximately two equal remaining installments; and 2,037 shares vest in one approximately equal installments. Each restricted stock unit represents the right to receive one share of common stock upon vesting.

Read SEC document
January 27, 2025 Filed Jan 29, 2025 19:17 UTC COASTAL FINANCIAL CORP CCB · Entity 5197 Tax withholdingCommon Stock 1,303 $84.38 $109,947.14
Disclosure

SEC source: 0001437958-25-000022 · wk-form4_1738178227.xml · nonDerivative · entry 1

EDWARDS JOEL G · CIK 0001260912 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 43,686

F1 · shares: Represents shares withheld in payment of withholding taxes upon partial vesting of RSUs granted 1/25/2021, 1/25/2022 and 1/25/2023.

F2 · balance_after: Includes 11,053 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. 2,689 RSUs vest in six approximately equal remaining installments; 4,270 RSUs vest in four approximately equal remaining installments; 2,057 RSUs vest in approximately two equal remaining installments; and 2,037 shares vest in one approximately equal installments. Each restricted stock unit represents the right to receive one share of common stock upon vesting.

Read SEC document
May 24, 2024 Filed May 24, 2024 21:24 UTC COASTAL FINANCIAL CORP CCB · Entity 5197 SaleCommon Stock 11,380 $43.41 $494,005.80
Disclosure

SEC source: 0001437958-24-000078 · wk-form4_1716585826.xml · nonDerivative · entry 2

EDWARDS JOEL G · CIK 0001260912 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 44,989

F1 · balance_after: Includes 14,116 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. 2,689 RSUs vest in six approximately equal remaining installments; 4,270 RSUs vest in four approximately equal remaining installments; 3,085 RSUs vest in approximately three equal installments; and 4,072 shares vest in two approximately equal installments. Each restricted stock unit represents the right to receive one share of common stock upon vesting.

Read SEC document
May 23, 2024 Filed May 24, 2024 21:24 UTC COASTAL FINANCIAL CORP CCB · Entity 5197 SaleCommon Stock 1,034 $44.45 $45,961.30
Disclosure

SEC source: 0001437958-24-000078 · wk-form4_1716585826.xml · nonDerivative · entry 1

EDWARDS JOEL G · CIK 0001260912 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 56,369

Read SEC document
March 12, 2024 Filed Mar 13, 2024 00:25 UTC COASTAL FINANCIAL CORP CCB · Entity 5197 Exercise / conversionStock Options · Derivative 800 $0.00 Strike: $5.50 $0.00
Disclosure

SEC source: 0001437958-24-000047 · wk-form4_1710289517.xml · derivative · entry 2

EDWARDS JOEL G · CIK 0001260912 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 800 shares

Expires 2024-03-18

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_date: Stock options granted pursuant to the Coastal Financial Corp. 2006 Stock Option and Equity Compensation Plan vest in ten approximately equal installments commencing on March 18, 2015.

Read SEC document
March 12, 2024 Filed Mar 13, 2024 00:25 UTC COASTAL FINANCIAL CORP CCB · Entity 5197 Exercise / conversionCommon Stock 800 $5.50 $4,400.00
Disclosure

SEC source: 0001437958-24-000047 · wk-form4_1710289517.xml · nonDerivative · entry 1

EDWARDS JOEL G · CIK 0001260912 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 57,403

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · balance_after: Includes 14,116 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan, 4,072 of which vest in two approximately equal annual installments; 3,085 of which vest in three approximately equal annual installments; 4,270 of which vest in four approximately equal installments; and 2,689 that vest in six approximately equal installments. Each restricted stock unit represents the right to receive one share of common stock upon vesting.

Read SEC document
February 05, 2024 Filed Feb 7, 2024 21:16 UTC COASTAL FINANCIAL CORP CCB · Entity 5197 GrantCommon Stock 4,270 $0.00 $0.00
Disclosure

SEC source: 0001437958-24-000037 · wk-form4_1707340599.xml · nonDerivative · entry 1

EDWARDS JOEL G · CIK 0001260912 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 56,603

F1 · shares: Represents award of time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. The RSUs vest in four approximately equal installments commencing on February 5, 2025. Each restricted stock unit represents the right to receive one share of common stock upon vesting.

F2 · balance_after: Includes 14,116 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. 2,689 RSUs vest in six approximately equal remaining installments; 3,085 RSUs vest in three approximately equal remaining installments; 4,072 RSUs vest in approximately two equal installments; and 4,270 shares vest in four approximately equal installments. Each restricted stock unit represents the right to receive one share of common stock upon vesting.

Read SEC document
March 14, 2023 Filed Mar 14, 2023 19:25 UTC COASTAL FINANCIAL CORP CCB · Entity 5197 Exercise / conversionStock Options · Derivative 1,200 $6.25 Strike: $6.25 $7,500.00
Disclosure

SEC source: 0001437958-23-000038 · wf-form4_167882193797458.xml · derivative · entry 6

EDWARDS JOEL G · CIK 0001260912 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,800

Underlying: Common Stock · 1,200 shares

Expires 2026-02-24

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F4 · derivative.exercise_date: Stock options granted pursuant to the Coastal Financial Corp. 2006 Stock Option and Equity Compensation Plan vest in ten approximately equal installments commencing on February 24, 2017.

Read SEC document
March 14, 2023 Filed Mar 14, 2023 19:25 UTC COASTAL FINANCIAL CORP CCB · Entity 5197 Exercise / conversionStock Options · Derivative 1,200 $7.20 Strike: $7.20 $8,640.00
Disclosure

SEC source: 0001437958-23-000038 · wf-form4_167882193797458.xml · derivative · entry 5

EDWARDS JOEL G · CIK 0001260912 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,800

Underlying: Common Stock · 1,200 shares

Expires 2025-07-01

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_date: Stock options granted pursuant to the Coastal Financial Corp. 2006 Stock Option and Equity Compensation Plan vest in ten approximately equal installments commencing on July 1, 2016.

Read SEC document
March 14, 2023 Filed Mar 14, 2023 19:25 UTC COASTAL FINANCIAL CORP CCB · Entity 5197 Exercise / conversionStock Options · Derivative 400 $5.50 Strike: $5.50 $2,200.00
Disclosure

SEC source: 0001437958-23-000038 · wf-form4_167882193797458.xml · derivative · entry 4

EDWARDS JOEL G · CIK 0001260912 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 800

Underlying: Common Stock · 400 shares

Expires 2024-03-18

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_date: Stock options granted pursuant to the Coastal Financial Corp. 2006 Stock Option and Equity Compensation Plan vest in ten approximately equal installments commencing on March 18, 2015.

Read SEC document
March 14, 2023 Filed Mar 14, 2023 19:25 UTC COASTAL FINANCIAL CORP CCB · Entity 5197 Exercise / conversionCommon Stock 1,200 $6.25 $7,500.00
Disclosure

SEC source: 0001437958-23-000038 · wf-form4_167882193797458.xml · nonDerivative · entry 3

EDWARDS JOEL G · CIK 0001260912 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 52,333

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · balance_after: Includes 13,359 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. 3,137 RSUs vest in seven approximately equal remaining installments; 3,707 RSUs vest in three approximately equal remaining installments; 2,402 RSUs vest in approximately three equal installments; and 4,113 shares vest in four approximately equal installments. Each restricted stock unit represents the right to receive one share of common stock upon vesting.

Read SEC document
March 14, 2023 Filed Mar 14, 2023 19:25 UTC COASTAL FINANCIAL CORP CCB · Entity 5197 Exercise / conversionCommon Stock 1,200 $7.20 $8,640.00
Disclosure

SEC source: 0001437958-23-000038 · wf-form4_167882193797458.xml · nonDerivative · entry 2

EDWARDS JOEL G · CIK 0001260912 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 51,133

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · balance_after: Includes 13,359 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. 3,137 RSUs vest in seven approximately equal remaining installments; 3,707 RSUs vest in three approximately equal remaining installments; 2,402 RSUs vest in approximately three equal installments; and 4,113 shares vest in four approximately equal installments. Each restricted stock unit represents the right to receive one share of common stock upon vesting.

Read SEC document
March 14, 2023 Filed Mar 14, 2023 19:25 UTC COASTAL FINANCIAL CORP CCB · Entity 5197 Exercise / conversionCommon Stock 400 $5.50 $2,200.00
Disclosure

SEC source: 0001437958-23-000038 · wf-form4_167882193797458.xml · nonDerivative · entry 1

EDWARDS JOEL G · CIK 0001260912 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 49,933

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · balance_after: Includes 13,359 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. 3,137 RSUs vest in seven approximately equal remaining installments; 3,707 RSUs vest in three approximately equal remaining installments; 2,402 RSUs vest in approximately three equal installments; and 4,113 shares vest in four approximately equal installments. Each restricted stock unit represents the right to receive one share of common stock upon vesting.

Read SEC document
January 25, 2023 Filed Jan 27, 2023 01:19 UTC COASTAL FINANCIAL CORP CCB · Entity 5197 GrantCommon Stock 4,113 $0.00 $0.00
Disclosure

SEC source: 0001437958-23-000014 · wf-form4_167478237095910.xml · nonDerivative · entry 1

EDWARDS JOEL G · CIK 0001260912 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 49,533

F1 · shares: Represents award of time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. The RSUs vest in four approximately equal installments commencing on January 25, 2024. Each restricted stock unit represents the right to receive one share of common stock upon vesting.

F2 · balance_after: Includes 13,807 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. 3,585 RSUs vest in eight approximately equal remaining installments; 3,707 RSUs vest in three approximately equal remaining installments; 2,402 RSUs vest in approximately three equal installments; and 4,113 shares vest in four approximately equal installments. Each restricted stock unit represents the right to receive one share of common stock upon vesting.

Read SEC document
August 29, 2022 Filed Aug 31, 2022 00:38 UTC COASTAL FINANCIAL CORP CCB · Entity 5197 Exercise / conversionStock Options · Derivative 2,000 $0.00 Strike: $4.25 $0.00
Disclosure

SEC source: 0001437749-22-021523 · rdgdoc.xml · derivative · entry 2

EDWARDS JOEL G · CIK 0001260912 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 2,000 shares

Expires 2022-11-15

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_date: Stock options granted pursuant to the Coastal Financial Corp. 2006 Stock Option and Equity Compensation Plan vest in ten approximately equal installments commencing on November 15, 2013.

Read SEC document
August 29, 2022 Filed Aug 31, 2022 00:38 UTC COASTAL FINANCIAL CORP CCB · Entity 5197 Exercise / conversionCommon Stock 2,000 $4.25 $8,500.00
Disclosure

SEC source: 0001437749-22-021523 · rdgdoc.xml · nonDerivative · entry 1

EDWARDS JOEL G · CIK 0001260912 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 45,420

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · balance_after: Includes 11,729 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. 4,481 RSUs vest in ten approximately equal installments commencing on February 3, 2021, 3,585 remain unvested; 6,177 RSUs vest in five approximately equal installments commencing on January 25, 2022, 4,942 remain unvested; and 3,202 RSUs vest in four approximately equal installments commencing on January 25, 2023, 3,202 remain unvested. Each restricted stock unit represents the right to receive one share of common stock upon vesting.

Read SEC document
January 25, 2022 Filed Jan 28, 2022 01:05 UTC COASTAL FINANCIAL CORP CCB · Entity 5197 GrantCommon Stock 3,202 $0.00 $0.00
Disclosure

SEC source: 0001437749-22-001805 · rdgdoc.xml · nonDerivative · entry 1

EDWARDS JOEL G · CIK 0001260912 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 43,420

F1 · shares: Represents award of time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corp. 2018 Omnibus Incentive Plan. The RSUs vest in four approximately equal installments commencing on January 25, 2023. Each restricted stock unit represents the right to receive one share of common stock upon vesting.

F2 · balance_after: Includes 12,177 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. 4,033 RSUs vest in nine approximately equal remaining installments; 4,942 RSUs vest in four approximately equal remaining installments; and 3,202 RSUs vest in approximately four equal installments. Each restricted stock unit represents the right to receive one share of common stock upon vesting.

Read SEC document
January 14, 2022 Filed Jan 15, 2022 02:39 UTC COASTAL FINANCIAL CORP CCB · Entity 5197 Exercise / conversionStock Options · Derivative 4,000 $0.00 Strike: $4.25 $0.00
Disclosure

SEC source: 0001437749-22-000987 · rdgdoc.xml · derivative · entry 2

EDWARDS JOEL G · CIK 0001260912 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,000

Underlying: Common Stock · 4,000 shares

Expires 2022-11-15

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_date: Stock options granted pursuant to the Coastal Financial Corp. 2006 Stock Option and Equity Compensation Plan vest in ten approximately equal installments commencing on November 15, 2013.

Read SEC document
January 14, 2022 Filed Jan 15, 2022 02:39 UTC COASTAL FINANCIAL CORP CCB · Entity 5197 Exercise / conversionCommon Stock 4,000 $4.25 $17,000.00
Disclosure

SEC source: 0001437749-22-000987 · rdgdoc.xml · nonDerivative · entry 1

EDWARDS JOEL G · CIK 0001260912 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 40,218

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · balance_after: Includes 10,210 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. 4,481 RSUs vest in ten approximately equal installments commencing on February 3, 2021, 4,033 remain unvested; and 6,177 RSUs vest in five approximately equal installments commencing on January 25, 2022, 6,177 remain unvested. Each restricted stock unit represents the right to receive one share of common stock upon vesting.

Read SEC document
March 18, 2021 Filed Mar 19, 2021 16:50 UTC COASTAL FINANCIAL CORP CCB · Entity 5197 Exercise / conversionStock Options · Derivative 3,000 $0.00 Strike: $7.20 $0.00
Disclosure

SEC source: 0001437749-21-006600 · rdgdoc.xml · derivative · entry 6

EDWARDS JOEL G · CIK 0001260912 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,000

Underlying: Common Stock · 3,000 shares

Expires 2025-07-01

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F4 · derivative.exercise_date: Stock options granted pursuant to the Coastal Financial Corp. 2006 Stock Option and Equity Compensation Plan vest in ten approximately equal installments commencing on July 1, 2016.

Read SEC document
March 18, 2021 Filed Mar 19, 2021 16:50 UTC COASTAL FINANCIAL CORP CCB · Entity 5197 Exercise / conversionStock Options · Derivative 400 $0.00 Strike: $5.50 $0.00
Disclosure

SEC source: 0001437749-21-006600 · rdgdoc.xml · derivative · entry 5

EDWARDS JOEL G · CIK 0001260912 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,200

Underlying: Common Stock · 400 shares

Expires 2024-03-18

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_date: Stock options granted pursuant to the Coastal Financial Corp. 2006 Stock Option and Equity Compensation Plan vest in ten approximately equal installments commencing on March 18, 2015.

Read SEC document
March 18, 2021 Filed Mar 19, 2021 16:50 UTC COASTAL FINANCIAL CORP CCB · Entity 5197 Exercise / conversionStock Options · Derivative 600 $0.00 Strike: $6.25 $0.00
Disclosure

SEC source: 0001437749-21-006600 · rdgdoc.xml · derivative · entry 4

EDWARDS JOEL G · CIK 0001260912 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,000

Underlying: Common Stock · 600 shares

Expires 2026-02-24

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_date: Stock options granted pursuant to the Coastal Financial Corp. 2006 Stock Option and Equity Compensation Plan vest in ten approximately equal installments commencing on February 24, 2017.

Read SEC document
March 18, 2021 Filed Mar 19, 2021 16:50 UTC COASTAL FINANCIAL CORP CCB · Entity 5197 Exercise / conversionCommon Stock 600 $6.25 $3,750.00
Disclosure

SEC source: 0001437749-21-006600 · rdgdoc.xml · nonDerivative · entry 3

EDWARDS JOEL G · CIK 0001260912 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 36,218

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · balance_after: Includes 10,210 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. 4,481 RSUs vest in ten approximately equal installments commencing on February 3, 2021, 4,033 remain unvested; and 6,177 RSUs vest in five approximately equal installments commencing on January 25, 2022, 6,177 remain unvested. Each restricted stock unit represents the right to receive one share of common stock upon vesting.

Read SEC document
March 18, 2021 Filed Mar 19, 2021 16:50 UTC COASTAL FINANCIAL CORP CCB · Entity 5197 Exercise / conversionCommon Stock 3,000 $7.20 $21,600.00
Disclosure

SEC source: 0001437749-21-006600 · rdgdoc.xml · nonDerivative · entry 2

EDWARDS JOEL G · CIK 0001260912 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 35,618

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · balance_after: Includes 10,210 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. 4,481 RSUs vest in ten approximately equal installments commencing on February 3, 2021, 4,033 remain unvested; and 6,177 RSUs vest in five approximately equal installments commencing on January 25, 2022, 6,177 remain unvested. Each restricted stock unit represents the right to receive one share of common stock upon vesting.

Read SEC document
March 18, 2021 Filed Mar 19, 2021 16:50 UTC COASTAL FINANCIAL CORP CCB · Entity 5197 Exercise / conversionCommon Stock 400 $5.50 $2,200.00
Disclosure

SEC source: 0001437749-21-006600 · rdgdoc.xml · nonDerivative · entry 1

EDWARDS JOEL G · CIK 0001260912 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 32,618

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · balance_after: Includes 10,210 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. 4,481 RSUs vest in ten approximately equal installments commencing on February 3, 2021, 4,033 remain unvested; and 6,177 RSUs vest in five approximately equal installments commencing on January 25, 2022, 6,177 remain unvested. Each restricted stock unit represents the right to receive one share of common stock upon vesting.

Read SEC document
March 18, 2020 Filed Mar 20, 2020 01:39 UTC COASTAL FINANCIAL CORP CCB · Entity 5197 Exercise / conversionStock Options · Derivative 600 $0.00 Strike: $6.25 $0.00
Disclosure

SEC source: 0001437749-20-005717 · rdgdoc.xml · derivative · entry 4

EDWARDS JOEL G · CIK 0001260912 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,600

Underlying: Common Stock · 600 shares

Expires 2026-02-23

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_date: Stock options granted pursuant to the Coastal Financial Corp. 2006 Stock Option and Equity Compensation Plan vest in ten approximately equal installments commencing on February 24, 2017.

Read SEC document
March 18, 2020 Filed Mar 20, 2020 01:39 UTC COASTAL FINANCIAL CORP CCB · Entity 5197 Exercise / conversionStock Options · Derivative 400 $0.00 Strike: $5.50 $0.00
Disclosure

SEC source: 0001437749-20-005717 · rdgdoc.xml · derivative · entry 3

EDWARDS JOEL G · CIK 0001260912 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,600

Underlying: Common Stock · 400 shares

Expires 2024-03-18

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_date: Stock options granted pursuant to the Coastal Financial Corp. 2006 Stock Option and Equity Compensation Plan vest in ten approximately equal installments commencing on March 18, 2015.

Read SEC document
March 18, 2020 Filed Mar 20, 2020 01:39 UTC COASTAL FINANCIAL CORP CCB · Entity 5197 Exercise / conversionCommon Stock 600 $6.25 $3,750.00
Disclosure

SEC source: 0001437749-20-005717 · rdgdoc.xml · nonDerivative · entry 2

EDWARDS JOEL G · CIK 0001260912 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 26,041

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
March 18, 2020 Filed Mar 20, 2020 01:39 UTC COASTAL FINANCIAL CORP CCB · Entity 5197 Exercise / conversionCommon Stock 400 $5.50 $2,200.00
Disclosure

SEC source: 0001437749-20-005717 · rdgdoc.xml · nonDerivative · entry 1

EDWARDS JOEL G · CIK 0001260912 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 25,441

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
March 18, 2020 Filed Jan 28, 2021 01:26 UTC COASTAL FINANCIAL CORP CCB · Entity 5197 GrantCommon Stock 6,177 $0.00 $0.00
Disclosure

SEC source: 0001437749-21-001433 · rdgdoc.xml · nonDerivative · entry 1

EDWARDS JOEL G · CIK 0001260912 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 32,218

F1 · shares: Represents award of time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. The RSUs vest in five approximately equal installments commencing on January 25, 2022. Each restricted stock unit represents the right to receive one share of common stock upon vesting.

F2 · balance_after: Includes 10,658 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. 4,481 RSUs vest in ten approximately equal installments commencing on February 3, 2021, and 6,177 RSUs vest in five approximately equal installments commencing on January 25, 2022. Each restricted stock unit represents the right to receive one share of common stock upon vesting.

Read SEC document
March 03, 2020 Filed Mar 5, 2020 02:51 UTC COASTAL FINANCIAL CORP CCB · Entity 5197 Exercise / conversionStock Options · Derivative 1,800 $0.00 Strike: $6.25 $0.00
Disclosure

SEC source: 0001437749-20-004385 · rdgdoc.xml · derivative · entry 6

EDWARDS JOEL G · CIK 0001260912 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,200

Underlying: Common Stock · 1,800 shares

Expires 2026-02-24

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_date: Stock options granted pursuant to the Coastal Financial Corp. 2006 Stock Option and Equity Compensation Plan vest in ten approximately equal installments commencing on February 24, 2017.

Read SEC document
March 03, 2020 Filed Mar 5, 2020 02:51 UTC COASTAL FINANCIAL CORP CCB · Entity 5197 Exercise / conversionStock Options · Derivative 2,000 $0.00 Strike: $4.25 $0.00
Disclosure

SEC source: 0001437749-20-004385 · rdgdoc.xml · derivative · entry 5

EDWARDS JOEL G · CIK 0001260912 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,000

Underlying: Common Stock · 2,000 shares

Expires 2022-11-15

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_date: Stock options granted pursuant to the Coastal Financial Corp. 2006 Stock Option and Equity Compensation Plan vest in ten approximately equal installments commencing on November 15, 2013.

Read SEC document
March 03, 2020 Filed Mar 5, 2020 02:51 UTC COASTAL FINANCIAL CORP CCB · Entity 5197 Exercise / conversionStock Options · Derivative 1,600 $0.00 Strike: $5.50 $0.00
Disclosure

SEC source: 0001437749-20-004385 · rdgdoc.xml · derivative · entry 4

EDWARDS JOEL G · CIK 0001260912 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,000

Underlying: Common Stock · 1,600 shares

Expires 2024-03-18

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_date: Stock options granted pursuant to the Coastal Financial Corp. 2006 Stock Option and Equity Compensation Plan vest in ten approximately equal installments commencing on March 18, 2015.

Read SEC document
March 03, 2020 Filed Mar 5, 2020 02:51 UTC COASTAL FINANCIAL CORP CCB · Entity 5197 Exercise / conversionCommon Stock 1,800 $6.25 $11,250.00
Disclosure

SEC source: 0001437749-20-004385 · rdgdoc.xml · nonDerivative · entry 3

EDWARDS JOEL G · CIK 0001260912 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 25,041

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
March 03, 2020 Filed Mar 5, 2020 02:51 UTC COASTAL FINANCIAL CORP CCB · Entity 5197 Exercise / conversionCommon Stock 1,600 $5.50 $8,800.00
Disclosure

SEC source: 0001437749-20-004385 · rdgdoc.xml · nonDerivative · entry 2

EDWARDS JOEL G · CIK 0001260912 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 23,241

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
March 03, 2020 Filed Mar 5, 2020 02:51 UTC COASTAL FINANCIAL CORP CCB · Entity 5197 Exercise / conversionCommon Stock 2,000 $4.25 $8,500.00
Disclosure

SEC source: 0001437749-20-004385 · rdgdoc.xml · nonDerivative · entry 1

EDWARDS JOEL G · CIK 0001260912 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 21,641

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
February 03, 2020 Filed Feb 14, 2020 22:19 UTC COASTAL FINANCIAL CORP CCB · Entity 5197 GrantCommon Stock 4,481 $0.00 $0.00
Disclosure

SEC source: 0001437749-20-002797 · rdgdoc.xml · nonDerivative · entry 1

EDWARDS JOEL G · CIK 0001260912 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 19,641

F1 · shares: Represents award of time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corp. 2018 Omnibus Incentive Plan. The RSUs vest in ten approximately equal installments commencing on February 3, 2021. Each restricted stock unit represents the right to receive one share of common stock upon vesting.

Read SEC document

Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.